Unclaimed Profile

Brian James Walker

MONETARY SOLUTIONS, LTD.·DAYTON, Ohio

Clean recordMONETARY SOLUTIONS, LTD.

3066 KETTERING BLVD, DAYTON, OH 45439CRD# 6437209Firm CRD# 121217

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian James Walker · DAYTON, OH

Registration

CRD #6437209 · MONETARY SOLUTIONS, LTD.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian James Walker is a registered financial advisor based in DAYTON, Ohio, affiliated with MONETARY SOLUTIONS, LTD.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MONETARY SOLUTIONS, LTD.

AUM

$128M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MONETARY SOLUTIONS, LTD. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6437209

Firm CRD# 121217

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Frequently Asked Questions

What services does Brian James Walker offer?

Brian James Walker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DAYTON, Ohio for a consultation.

What are Brian James Walker's credentials?

Brian James Walker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian James Walker located?

Brian James Walker is based in DAYTON, Ohio, working with MONETARY SOLUTIONS, LTD.. Their office serves clients in the DAYTON metropolitan area and surrounding communities.

How does Brian James Walker charge for services?

Brian James Walker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONETARY SOLUTIONS, LTD.?

MONETARY SOLUTIONS, LTD. has approximately 2 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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